Chad Schmidt

Regional Chapter President | Bay Area at Financial Narrative

Chad Schmidt currently serves as Vice President at Vested since March 2022 and holds the position of Regional Chapter President at Financial Narrative from May 2024. Previous experience includes roles as Account Director, Digital at Brunswick Group from May 2018 to March 2022, and Communications Fellow at Open For Business from August 2020 to March 2022. Chad began a career in digital marketing as Digital Marketing Manager at Fusion Media Group from May 2016 to May 2018, where responsibilities included managing a $1M marketing budget and executing paid media campaigns. Additional experience includes roles at the Clinton Foundation as Special Projects Coordinator, Goldman Sachs as Financial Analyst Intern, J.P. Morgan as Risk Analyst, and NRG Energy as Junior Marketing Manager. Chad holds a Bachelor of Science degree in Finance and International Business from Drexel University.

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San Francisco, United States

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Financial Narrative

#FinancialNarrative is a community of the world’s leading financial marketers and storytellers, a venue to share best practices, educate our teams and grow professionally. We bring together the most forward-looking leaders from within banks, asset and wealth managers, capital markets participants, and fintechs. Our members are change-agents who seek to push the limits of what’s possible within finance and further the profession of financial storytelling and marketing.


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